IORLX Mutual Fund

IORLX Mutual Fund

NAV$3.09
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Returns Overview

1 Month
-0.97%
3 Months
+0.28%
6 Months
+0.53%
YTD
+1.15%
1 Year
+5.01%
3 Years (annualized)
+3.27%
5 Years (annualized)
+1.16%
10 Years (annualized)
+2.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IORLX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Municipal California Investment Grade 4-7 Years Bond Index(^SPMCIG4T7BI)
This Mutual Fund (YTD)
+1.15%
Peer Avg (YTD)
+0.39%
vs Peers
+0.76%

IORLX Mutual Fund Performance

IORLX performance across multiple time periods: 1-month -0.97%, YTD 1.15%, 1-year 5.01%, 3-year 3.27%, 5-year 1.16%, 10-year 2.37%.

IORLX returns outperform the peer average of 0.39% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

IORLX vs another fund shows side-by-side returns. IORLX alternatives are available in the Mutual Fund Screener.